See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,122 | $91,538-39.8% | $129,995-57.6% | $75,163-26.7% |
| Participation rate | 44.0% | 71.4%-27.4pp | 78.5%-34.5pp | 67.2%-23.2pp |
| Annual return | 17.65% | -631.11%+648.8pp | -137.18%+154.8pp | 160.62%-143.0pp |
| Employer contribution / active EE | $366 | $2,845-87.1% | $4,320-91.5% | $2,670-86.3% |
| Participant deferral / active EE | $2,054 | $4,341-52.7% | $5,820-64.7% | $4,125-50.2% |
| Admin fee / account holder | $14,528 | $6,790+114.0% | $10,614+36.9% | $5,651+157.1% |